You deserve to know if you're on track.

Get a personalized financial snapshot in under 5 minutes — then talk to a real advisor if you want to go deeper. Free, no strings attached.

Christian von Stackelberg

Christian von Stackelberg

Available Now · Founder & Advisor
Independent, fee-only advisor. Schwab custody. 20+ years helping families in Boston & Vero Beach build real financial plans — not sales pitches.
✨ Advanced Analysis · No account needed · Takes ~5 minutes

How it works

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Tell us the basics

5 quick questions — your age, income, assets, and what's on your mind.

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See your snapshot

Live charts, projections, and tax analysis — the same tools $10K advisors use.

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Ask anything

Dig deeper with our AI advisor. Get honest answers to your biggest questions.

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Meet Christian

Like what you see? Schedule a Zoom or in-person meeting. No pressure, ever.

🔒 Encrypted & Private
🏛️ Independent & Fee-Only
📊 Advanced Financial Analysis
💰 Schwab Custody

Let's build your snapshot

5 quick questions — takes about 30 seconds.

🔒 We never sell your data · Results sent to your email

🔥 Stress Test: How Would Your Portfolio Survive?

See how historical crashes would have impacted your portfolio — and what happened if you stayed the course.

📋 Your Action Items

Radius Christian
Radius AI Advisor
Office Open · Christian Available for Zoom or In-Person
📋 Intake Form 📹 Schedule Zoom 📞 Call
Analyzing document…
Listening…
🔒 Encrypted & Never Sold 🛡️ Fee-Only · Independent 📊 Advanced Financial Analysis ← Back to Radius
Christian

Your Advisor — Christian von Stackelberg

Available for Zoom or In-Person · Boston & Vero Beach
📹 Schedule Zoom 📞 (617) 765-2200
Net Worth Est.
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investable assets
Tax Burden
—
effective rate
Savings Rate
—
of gross income
Risk Score
—
portfolio risk
Retirement Ready
—
score out of 100
📊 Your Financial Ranking
How you compare to Americans your age
Bottom 25% Median Top 25% Top 10%
Portfolio Projection — Monte Carlo
Probability cone: 10th–90th percentile outcomes
Analyzing your data…
Annual Cash Flow
Income sources vs. expenses over time
Building cash flow…
Asset Allocation
Current portfolio mix vs. recommended
Current
Recommended
Analyzing allocation…
Annual Tax Breakdown
Where your tax dollars go
Estimating taxes…
Retirement Income vs. Expenses
Income sources by decade vs. projected spending
Running scenarios…
Social Security Claiming Strategy
Cumulative lifetime benefits by claiming age
Calculating benefits…
Fee Impact Over Time
How advisory fees compound against your wealth
Modeling fee impact…
Withdrawal Sequencing
Tax-optimized account drawdown order
Optimizing withdrawals…
Income Replacement in Retirement
What percentage of your income is covered by each source
Analyzing income sources…
Net Worth Breakdown
Assets vs. liabilities waterfall
Building net worth picture…

💡 Know someone who'd benefit?

Share Radius with a friend or family member — they'll get the same free financial snapshot you did.

✅ Invite sent! We'll let you know when they check it out.

💑 Share with Your Spouse

Send this session to your partner so they can see your financial snapshot and continue the conversation.

Your partner will see the same dashboard and conversation history. They can continue the conversation in their own session.

⚡ Current vs. Optimized Plan

Radius Wealth Management, Inc. is a registered investment adviser (CRD# 168159) with the U.S. Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training.

Information presented is for educational purposes only and does not constitute investment advice, tax advice, or an offer to buy or sell securities. Use of these tools does not create an advisory relationship. All projections are hypothetical estimates based on the information provided. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.

Consult with a qualified financial, tax, or legal professional before making financial decisions.

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